Gifting securities in a down market: A new spin on an old idea

With the past emphasis on gifting appreciated securities, charities and their donors have forgotten that there can be advantages for donors to make a gift of depreciated securities as well. The markets have been very unstable recently and most investors...

Private securities as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In this installment of our miniseries about the legal side of planned giving,...

Top 10 excuses staff and volunteers use to avoid major gifts

Contradictory to their duties and obligations to the organization, some staff and volunteers actually avoid soliciting major gifts. Of course, we all know they do it with the best of intentions, hoping to save someone the embarrassment they believe would...

RRSPs as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In this installment of our miniseries about the legal side of planned giving,...

Art donations as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Flow-through shares as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Your planned giving program on the web

Why the web? The Internet is an effective and increasingly important communications tool with donors and professional advisors. Research in the U.S. has shown that, for donors making a decision with respect to bequest gifts in their wills, the preferred...

Life insurance as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our new miniseries about the legal side of planned giving, Adam Aptowitzer,...

Charitable remainder trusts as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

How to measure the progress of your planned giving program

Measurement It is not unusual for organizations to eagerly establish planned giving programs only to back away from them a few years later as the board of directors looks for more immediate and tangible fundraising successes. The problem is often...